See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,905 | $171,865-57.6% | $149,718-51.3% | $147,584-50.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 23.76% | 2113.22%-2089.5pp | 1501.63%-1477.9pp | 578.55%-554.8pp |
| Employer contribution / active EE | $1,915 | $6,275-69.5% | $5,445-64.8% | $4,876-60.7% |
| Participant deferral / active EE | $16,815 | $7,271+131.3% | $6,569+156.0% | $5,439+209.2% |
| Admin fee / account holder | $171 | $13,799-98.8% | $11,283-98.5% | $10,885-98.4% |